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How to auto-populate fields in a form based on a drop down menu?
Hi, I am trying to create a form based on a list of where for instance, one account has different line of business only applicable to that account, I would like these to be shown once the account is selected from a drop down menu. I was thinking on a VLOOKUP formula but I don't see how I can use this is the form creator.…
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Conditional Logic - Drop Downs
Hi there - I have a form, and am using Conditional Logic to show/hide certain fields, but had a question. Is there a way to show a field and only certain selections from that field? Here's an example: Person selects Retailer A from a drop down. As a result, a drop down (Promotion Options) appears (among other fields). What…
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Can a Form be saved as an attachment
Hi, I am wondering if a form can be saved as an attachment on the left side of a sheet? I currently am working on creating a form for a sheet, however, I do not need all of the information being collected on the form to be added onto the sheet. I am thinking to have some information transfer to the sheet, and then any…
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It's possible to create a dynamic dropdown list in smartsheet form.
need to create a dynamic dropdown list in my Smartsheet form so that data automatically pull from data sheet into my form when user click any location or year.
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Docusign / Smartsheet | Supported Field Types
Does anyone have experience working with DocuSign "Radio Groups" and merging those fields to data inside Smartsheet? I have been utilizing the Smartsheet/DocuSign integration for several months with great results, but there are a few areas I am running into issues - this being one. I have application forms that have…
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Vacation & Time-Off Management
Has anyone used smartsheet to manage time-off requests and/or vacation for a pool of staff (approx. 200)?
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Workaround for add more than one email in the "Send me a copy of my responses" field
I have seen few questions about how to be able to add more than one email in the "Send me a copy of my responses" field. As far as I understood it, currently, you can't do it but there is a way around it: As a possible workaround, you could deactivate it, and add another column and so-called helper columns to parse the…
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Insert approvers name and date/ time of approval
Hi all, I have created a form and a workflow for approval. In short: Somone submits a form Details email to an approver Approver either approves or declines (would also be good to have more than 2 options i.e. defer) The smartsheet updates to say approved or declined What i cannot figure out how to do is show who approved…
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Multiple Updates to a Single Row
Hello, I am trying to create a "tracker" that show the progress of a shipment that contains multiple steps that are updated as each step is complete. So essentially the Tracker sheet would pull all the new entry submissions and update submissions from the dump sheet, to one row on the Tracker for each shipment. There are…
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Viewer +Forms
Can a only "viewer" fill out a Form made that will edit the smartsheet? But won't be able to mess with the data collected?
